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Waverly Advisors, LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on IBM, newest first. How the timeline and the estimate are built.

Waverly Advisors, LLC held 144,368 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,368 shares
    Change vs previous 13F +83,711 shares

    0.24% of the 13F portfolio, value $40,597,817.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,657 shares
    Change vs previous 13F -4,053 shares

    0.11% of the 13F portfolio, value $14,702,670.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 64,710 shares
    Change vs previous 13F +12,410 shares

    0.16% of the 13F portfolio, value $19,167,558.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 52,300 shares
    Change vs previous 13F +5,036 shares

    0.15% of the 13F portfolio, value $14,756,886.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 47,264 shares
    Change vs previous 13F +417 shares

    0.15% of the 13F portfolio, value $13,932,364.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,847 shares
    Change vs previous 13F +4,947 shares

    0.14% of the 13F portfolio, value $11,649,002.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,900 shares
    Change vs previous 13F +5,718 shares

    0.14% of the 13F portfolio, value $9,210,958.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,182 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,999,038.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).